Client Success Manager
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Job Description
Client Success Manager guiding clients through intricate tax processes with empathy at Bright!Tax. Manage communications and coordinate internal teams for exceptional client service.
Responsibilities:
- Serve as the primary point of contact for a portfolio of clients, building trust through timely, clear, and thoughtful communication
- Guide clients through each stage of the tax preparation process by explaining next steps, clarifying expectations, and answering general questions
- Ensure clients feel supported and informed throughout their engagement with Bright!Tax
- Coordinate between clients and internal teams to ensure documentation is complete and projects stay on track
- Monitor engagement progress using internal systems such as HubSpot and other workflow tools
- Proactively identify potential delays or issues and escalate when needed
- Respond to client questions via email and internal messaging platforms, helping troubleshoot issues or routing inquiries to the appropriate team
- Help clients navigate the process smoothly by anticipating common questions and providing proactive guidance
- Ensure each client interaction reflects the Bright!Tax standard of professionalism, empathy, and clarity
- Contribute to ongoing discussions around improving client workflows, communication practices, and service delivery
- Help identify opportunities to streamline processes and enhance the overall client experience
Requirements:
- 2+ years of experience in client services, account management, customer success, or a similar client-facing role
- Exceptional written and verbal English communication skills — clear, warm, and professional
- Strong organizational and time-management skills with the ability to manage multiple clients and priorities
- Comfort working in a fully remote environment using digital collaboration tools
- A proactive mindset and a genuine desire to help others
- Nice to Have: Experience working in tax, accounting, or financial services
- Familiarity with CRM platforms such as HubSpot
- Experience supporting U.S. expatriate clients or working with globally distributed teams
Benefits:
- Join a supportive and collaborative remote team
- Grow within a company that values learning, development, and thoughtful service
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